Raymond James Financial’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.6M	Buy	365,953 +18,990	+5%	+$1.02M	0.01%	1384
2025 Q1	$20.1M	Buy	346,963 +2,124	+0.6%	+$123K	0.01%	1306
2024 Q4	$17.7M	Buy	+344,839	New	+$17.7M	0.01%	1417